David Contreras
Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
11 years in the industry.
- Capital Client Group, Inc.May 2025 to now
- Capital Group / Capital Client Group, Inc.Sep 2024 to now
- JPMorgan Chase Bank, N.a./ J.P. Morgan Securities LLCJun 2023 to Sep 2024
- United Texas Credit UnionAug 2018 to Mar 2023
- University of TexasAug 2018 to Dec 2020
- First Abilene FcuApr 2016 to May 2018
- First Financial BankJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7769825
- Firm CRD
- 6247